Nancy Ann Lewis
Investment adviser representative at Arvest Wealth Management
12 yearsExperience
1 stateRegistered in
$3.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Arvest Wealth ManagementFeb 2023 to now
- Stephens Inc.Sep 2019 to Jan 2023
- Hilton WorldwideOct 2016 to Jan 2017
- Voya Financial Advisors, Inc.Sep 2016 to Sep 2019
- Voya FinancialSep 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (AR).
Arvest Wealth Management
Legal name: Arvest Investments, Inc.
$3.4BAssets managed
6,810Clients
204Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2982331
- Firm CRD
- 42057